Commonwealth Financial Group
Patrick O'Brien is a financial professional with a diverse background in finance and entrepreneurship. Currently serving as a Financial Advisor at Commonwealth Financial Group since August 2023, Patrick previously held multiple roles at Citizens Commercial Banking from June 2015 to November 2021, including Vice President and Relationship Manager. Prior to that, Patrick was the Chief Financial Officer and Purchasing Manager at AJA International from December 2021 to June 2023. As the Founder and CEO of SelfSense Technology from September 2010 to May 2015, Patrick developed a Software as a Service platform focused on improving the care of high-risk neurobehavioral and mental health patients. Patrick holds a Bachelor of Science in Business Administration with a focus on Technology Entrepreneurship and Product Design from Babson College, earned between 2007 and 2011.
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Commonwealth Financial Group
Commonwealth Financial Group has enjoyed over 160 years of providing innovative ideas, concepts and extraordinary service to our clients. At Commonwealth Financial Group, we educate and empower our clients to take the steps towards achieving financial confidence. Through an innovative and sophisticated process, we design a financial blueprint to assist our clients in developing a strong sense of confidence. Listen: Understand your financial goals, concerns and dreams. Gather: Collect and review your tax, insurance, investment, legal, and bank documents. Design: Create a financial blueprint that aims to meet your goals, concerns, and dreams in an efficient and effective manner. Build: Collaborate with our team of experts and your other trusted advisors to outline the best strategies for you. Serve: Provide ongoing service to develop a dynamic plan that caters to your changing needs.